GOULD ASSET MANAGEMENT LLC /CA/
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationclaremont, CA
- CIK0001091961
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
161 | $484.91 M | SPY, STIP, VGSH, TLT | 13F-HR | May 1, 2025 | 000143774925014117 | ||
164 | $474.92 M | SPY, STIP, VGSH, TLT | 13F-HR | Feb 7, 2025 | 000143774925003145 | ||
164 | $466.84 M | SPY, STIP, TLT, VGSH | 13F-HR | Nov 12, 2024 | 000143774924034381 | ||
164 | $433.51 M | SPY, STIP, TLT, VGSH | 13F-HR | Aug 5, 2024 | 000143774924024610 | ||
163 | $413.41 M | SPY, TLT, VGSH, STIP | 13F-HR | May 3, 2024 | 000143774924014613 | ||
157 | $386.91 M | SPY, TLT, VGSH, STIP | 13F-HR | Feb 2, 2024 | 000143774924002929 | ||
150 | $354.18 M | SPY, VGSH, TLT, STIP | 13F-HR | Oct 24, 2023 | 000143774923028793 | ||
150 | $358.25 M | SPY, TLT, VGSH, STIP | 13F-HR | Aug 7, 2023 | 000143774923022356 | ||
153 | $350.87 M | SPY, TLT, VGSH, STIP | 13F-HR | May 2, 2023 | 000143774923011967 | ||
157 | $332.54 M | SPY, VGSH, VCSH, GLDM | 13F-HR | Feb 9, 2023 | 000143774923002810 | ||
131 | $294.55 M | SPY, VCSH, TLT, BAB | RESTATEMENT | Nov 16, 2022 | 000143774922027533 | ||
142 | $310.85 M | SPY, VCSH, TLT, VTIP | 13F-HR | Aug 10, 2022 | 000143774922019845 | ||
144 | $349.00 M | SPY, VCSH, TLT, VTIP | 13F-HR | May 13, 2022 | 000143774922012328 | ||
141 | $356.85 M | SPY, VCSH, TLT, VTIP | 13F-HR | Feb 2, 2022 | 000143774922002183 | ||
136 | $324.12 M | SPY, VCSH, TLT, BAB | 13F-HR | Nov 9, 2021 | 000143774921025737 | ||
152 | $351.50 M | SPY, VCSH, TLT, BAB | 13F-HR | Aug 5, 2021 | 000143774921018767 | ||
154 | $327.68 M | SPY, VCSH, TLT, BAB | 13F-HR | May 7, 2021 | 000143774921011201 | ||
144 | $328.41 M | SPY, VCSH, TLT, GLDM | 13F-HR | Feb 2, 2021 | 000143774921001756 | ||
135 | $296.19 M | SPY, VCSH, TLT, BAB | RESTATEMENT | Feb 2, 2021 | 000143774921001755 | ||
133 | $285.38 M | SPY, VCSH, VANGUARD SCOTTSDALE FDS, TLT | 13F-HR | Aug 5, 2020 | 000143774920016655 | ||
125 | $262.36 M | SPY, VGSH, VCSH, TLT | 13F-HR | Apr 23, 2020 | 000143774920008242 | ||
146 | $301.07 M | SPY, VGSH, VCSH, IVV | 13F-HR | Jan 17, 2020 | 000143774920000779 | ||
142 | $282.73 M | SPY, VGSH, VCSH, IVV | 13F-HR | Nov 12, 2019 | 000143774919022221 | ||
143 | $277.10 M | SPY, VGSH, VCSH, IVV | 13F-HR | Jul 31, 2019 | 000143774919015007 | ||
136 | $267.45 M | SPY, VGSH, VCSH, IVV | 13F-HR | May 7, 2019 | 000117266119001114 | ||
127 | $240.53 M | SPY, VGSH, VCSH, IVV | 13F-HR | Feb 4, 2019 | 000117266119000290 | ||
143 | $250.62 M | SPY, VCSH, IVV, EFA | 13F-HR | Nov 8, 2018 | 000117266118001970 | ||
138 | $231.56 M | SPY, VCSH, IVV, VNQ | 13F-HR | Aug 13, 2018 | 000117266118001539 | ||
140 | $228.08 M | SPY, VCSH, EFA, IVV | 13F-HR | May 4, 2018 | 000117266118001002 | ||
138 | $230.51 M | SPY, IVV, EFA, VNQ | 13F-HR | Feb 9, 2018 | 000117266118000340 | ||
136 | $222.31 M | SPY, IVV, EFA, VNQ | 13F-HR | Nov 9, 2017 | 000117266117001908 | ||
126 | $207.20 M | SPY, IVV, VNQ, EFA | 13F-HR | Aug 3, 2017 | 000117266117001477 | ||
122 | $199.16 M | SPY, IVV, VNQ, EFA | 13F-HR | May 11, 2017 | 000117266117001003 | ||
113 | $194.94 M | SPY, IVV, VNQ, VXF | 13F-HR | Feb 1, 2017 | 000117266117000223 | ||
105 | $185.50 M | SPY, VNQ, IVV, VXF | 13F-HR | Nov 10, 2016 | 000117266116004115 | ||
103 | $186.64 M | SPY, IVV, VNQ, VXF | 13F-HR | Aug 15, 2016 | 000117266116003864 | ||
97 | $185.57 M | SPY, VNQ, IVV, EFA | 13F-HR | May 13, 2016 | 000117266116003278 | ||
100 | $186.52 M | SPY, VNQ, IVV, EFA | 13F-HR | Feb 16, 2016 | 000117266116002894 | ||
108 | $179.28 M | SPY, VXF, EFA, VNQ | 13F-HR | Nov 13, 2015 | 000117266115001942 | ||
117 | $197.36 M | SPY, VXF, EFA, IVV | 13F-HR | Aug 13, 2015 | 000117266115001487 | ||
110 | $203.46 M | SPY, VNQ, VXF, IVV | 13F-HR | May 13, 2015 | 000117266115001054 | ||
107 | $203.50 M | SPY, VNQ, VXF, IVV | 13F-HR | Feb 12, 2015 | 000117266115000345 | ||
102 | $206.72 M | SPY, GQ9, VNQ, VXF | 13F-HR | Nov 13, 2014 | 000117266114001730 | ||
99 | $207.76 M | SPY, VNQ, GQ9, VXF | 13F-HR | Aug 13, 2014 | 000117266114001355 | ||
96 | $188.70 M | SPY, VNQ, VXF, EFA | 13F-HR | May 9, 2014 | 000117266114000957 | ||
86 | $171.59 M | SPY, VXF, EFA, VWO | 13F-HR | Feb 7, 2014 | 000117266114000275 |